PIMCO Pod

PIMCO

Welcome to PIMCO Pod, where you can listen to readings of PIMCO’s key thought leadership – from our latest economic outlook to the best ideas from our global investment team. Dive into a world of deep expertise across public and private markets and get insights to help you gain an edge in an ever-changing world.

Play

Open in

28 episodes
a few times a week
Avg 10 min
English

Episodes 28

Newest Oldest Longest

All8 Unplayed8 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

August 14 · 10 min
As Older Workers Retire, Labor Costs Ease
In this episode, we discuss how rising retirements and weaker labor supply are easing labor costs and complicating the Fed’s read on the U.S. labor market.
August 11 · 7 min
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
In this episode, we discuss how As AI-related issuance reshapes bond markets, differences in U.S. dollar and euro performance offer new insights into the roles of supply and technical factors.
August 6 · 13 min
Underlying Inflation Gauges: Trimming Noise or Trimming Signal?
In this episode, We discuss why underlying U.S. inflation appears contained despite elevated core PCE readings, and what that may mean for Fed policy.
August 3 · 7 min
The Credit Market Lens: Still Buying America
In this episode, we discuss how Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.
July 30 · 10 min
The Fed Holds Steady, But Questions Linger
In this episode, we discuss why the Fed held rates steady in July and what lingering inflation risks could mean for future policy.
July 29 · 14 min
Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
In this episode, we discuss how geopolitical tensions and disrupted shipping routes are intensifying energy market risks and weighing on the global economy.
July 27 · 8 min
The Credit Market Lens: The Return of Financial Engineering – Not 2008, But Not Nothing
In this episode, we discuss how Leverage and complexity are gaining ground in today’s late-cycle markets, signaling caution – not crisis – and underscoring the value of diversification and risk management.
July 23 · 11 min
When Monetary Policy Surprises Stop Translating
In this episode, we discuss how markets seem to be getting more sophisticated in distinguishing between different types of inflation – supply-driven or demand-driven – and they price monetary policy surprises accordingly.

Showing 21–28 of 28 episodes